How to Use WPS Related Data on Windows

Use WPS Related Data with 3 how-to topics: open Related Data, configure related data settings, and preview and confirm the result; use the index below to jump to each task.

How-to Index

How-to Guide

1. Open Related Data

Entry: Form editor → Relay → Related Data

1. Open the Smart Forms editing interface.
2. Select the Relay module in the left navigation pane.
3. Find Related Data and click it to enter the editing area.

Success Criteria

• Interface result: the Related Data editing area or configuration panel opens.
• Next action available: you can continue to configure settings.

Tips While Using

• Common mistake: if you do not enter the form editor first, the Relay module may not be visible.
• Environment note: you need permission to edit the current form.

2. Configure Related Data Settings

Entry: Related Data configuration panel

1. Review the available settings in the Related Data panel.
2. Configure the required options based on the on-screen prompts.
3. Check that the settings match the current relay workflow.

Success Criteria

• Interface result: the settings are updated to the intended configuration.
• Next action available: you can move on to preview or confirmation.

Tips While Using

• Common mistake: confirming too early without checking each setting may affect the final display result.
• Environment note: keep the network connection stable when working with online form settings.

3. Preview and Confirm the Result

Entry: Preview and confirm actions in the Related Data panel

1. After finishing the settings, open the preview.
2. Check whether the display result matches your expectation.
3. Click Confirm after verification to complete the action.

Success Criteria

• Interface result: the configuration is saved or confirmed.
• Next action available: you can continue to publish a new version or return to the form editing flow.

Tips While Using

• Common mistake: finishing without previewing may leave display issues unchecked.
• Environment note: some changes may require a new release before they appear to respondents.